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TAX & FINANCIAL INSIGHTS BLOG

November 16, 2023

Year End Tax Planning

Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023

How the Secure Act can be an Investment Strategy

Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023

Michigan individual and business income tax updates for 2023

Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022

2022 year end tax and investment planning considerations

Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022

What is the difference between a Financial Advisor and a Financial Planner?

Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021

How to use a MESP 529 to gift education to your loved ones

What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021

We’re Giving $500 to the Michigan Education Savings Plan of your Choice!

Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021

Do I need to be concerned about the rising inflation?

What is inflation and should you be concerned that it is on the rise right now?
July 22, 2020
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Three Things to Consider in a Changing Market

The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
March 9, 2020

Your Retirement Savings are at Risk and you have 5 Years to Fix it

On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
June 2, 2017
compass

9 Tips to Improve your Current 401k Investments

1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
July 31, 2017
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Grand Rapids Business Journal Guest Column, Pending Changes to Tax Code

Curious about how changes to the tax code in the Trump administration may impact your retirement? Read Phil Mitchell's guest column from the Grand Rapids Business Journal on the topic.
November 6, 2017
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MiBiz Federal Tax Reform Comments

MiBiz interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
November 11, 2017
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Grand Rapids Business Journal: Tug of War and Tax Reform in Michigan

Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
December 4, 2017
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WZZM Feature: People In West Michigan Could See Tax Break From National Reform

WZZM interviewed our own Phil Mitchell to discuss the 2018 Federal Tax Reform.
December 29, 2017
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Grand Rapids Business Journal: Tax Reform Generates Uncertainty

Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the 2018 Federal Tax Reform.